Santhosh Gunasekaran
Assistant Manager l Mutual Funds | NISM XXI-A| NISM VA | Operation Analyst | Investment Banking | Capital Market | Private Equity | Hedge Funds.
- Role
- Assistant Manager at Kotak Mutual Fund
- Location
- Erode, TN, IN
- LinkedIn followers
- 500 followers
About Santhosh Gunasekaran
Experienced finance professional with proven track record of providing financial…
Experience
Assistant Manager
Aug 2022 — Present · Erode, IN
Respond to client queries concerning mutual fund transaction workflows, integrating financialtransactions and non-financial transactions.Examined investors\' risk profiles and suggested appropriate investment solutions for wealthaccumulation (Equity, Fixed income, etc.)Maintained up-to-date knowledge of company products and services.Managed daily transaction status tracking through MF360 and delivered reports to clients uponsuccessful completion without discrepancies.Organized seminars and educational initiatives aimed at boosting product knowledge for advisorsand clients.Analyzed business performance data and forecasted business results for upper management.
Education
Kongu Arts and Science College Erode
Bachelor of Science
2012 — 2015
Bharathiar University
Master of Business Administration - MBA
2016 — 2018
Skills
- Event Planning
- Microsoft Excel
- Microsoft Word
- Public Speaking
- Team Building
- Teaching
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.